Laura is a CPA with a Bachelor of Science in Accounting from the University of Alabama and is Chief of Planning. Laura’s valuable insights into the complexities of the planning issues challenging our clients were gained from a diverse financial career which includes: business and individual tax preparation; audits of pension plans, manufacturing and real estate entities, and professional services companies; preparation and review of financial statements (GAAP and Income Tax Basis); responsibilities as controller for an international company; and accounting manager for a regional company with multiple affiliates. Laura’s CPA background enables Guardian Wealth to continue its dedication to tax-related advice as a significant benefit of the firm’s wealth management services. She has primary responsibility for the preparation of proprietary critical reports regarding the firm’s clients’ broad financial snapshot. Laura is also a vital member of the firm’s ensemble service team participating in client meetings. Laura holds the PFS (Personal Financial Specialist) designation awarded by the PFS Division of the American Institute of CPAs that may only be held by a CPA. Laura also holds the Chartered Global Management Accountant designation that distinguishes professionals who have advanced proficiency in finance, operations, strategy, and management.